Stay Informed
Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
SIGN UP FOR UPDATES
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/07/Article-Cover-14.png?time=1721973116)
Behavioral Biases: Turning Instincts into Investing Advantages
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/07/Article-Cover-13.png?time=1721973116)
Mastering the Art of Tax-Efficient Investing
In Part 2 of our three-part series on bringing order to your investment universe, we looked at how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/06/Article-Cover-10.png?time=1721973116)
Tips for Managing Capital Gain Taxes in Your Investment Portfolio
As we touched on in Organize Your Investments: A Well-Structured Portfolio, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/06/Article-Cover-9.png?time=1721973116)
Organize Your Investments: A Well-Structured Portfolio
When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/05/Article-Cover.png?time=1721973116)
Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/new-orleans-real-estate-1.png?time=1721973116)
Updates on the New Orleans Real Estate Market with Andrew Sheppard
A Greek philosopher once said “change is the only constant” and that is certainly true when it comes to New Orleans real estate. That’s why I asked real estate professional Andrew Sheppard a few questions that might help buyers and
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/05/Charpentier-Graphics.png?time=1721973116)
Actual Outcomes of Lump-Sum Investing vs. Dollar-Cost Averaging
In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/TDF-Missteps.jpg?time=1721973116)
Help Participants Avoid These Target Date Fund Missteps
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/fiduciary-hot-topics.jpg?time=1721973116)
Fiduciary Hot Topics Q2 2024
Congress releases SECURE 2.0 technical corrections discussion draft On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/2024-Election.png?time=1721973116)
Election Uncertainty Around the Corner
As investors, we must often remind ourselves that markets are forward-looking in nature and that the current, known events have less influence on market returns than one would think. Rather, stocks and bonds trade based on perceived future events, which
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/Retirement-Plan.jpg?time=1721973116)
Beyond Compliance: The Importance of Effective Retirement Plan Communications
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with
![](https://kme07c.p3cdn1.secureserver.net/wp-content/uploads/2024/04/retirement-plan-comm.jpg?time=1721973116)
The Resurgence of the Automatic IRA Act
The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs
Take Control of Your Financial Future with our Expert Advisory Services
Contact us today to schedule a consultation and discover how our expert advisory services can help you achieve your financial goals with confidence and peace of mind. Let us guide you towards a brighter financial future starting today!